Wealth Manager

Location : Malta

Reporting to the Branch Manager, the selected candidate will be responsible for promoting and selling investments, wealth management, savings and foreign exchange products through effective relationship management with new and existing retail banking customers.

The selected candidate will be required to work on Saturdays on a roster basis.

Duties and responsibilities

Developing leads and referrals from existing clients through regular client reviews whilst being proactive in the way new clients are onboarded

Working closely with the Consumer Banking and Customer Service teams to assist new and existing clients in a timely manner

Maintaining and updating of the Banks Customer Relationship Management systemGenerating new Assets under Custody and Revenue from the Banks investment, savings and foreign exchange products

Understanding, following and demonstrating compliance with all relevant internal and external rules, regulations and procedures whilst ensuring that business risks are kept to a minimum

Assisting the Branch Manager to prepare and analyse statistical data and reports

Mentoring and coaching junior members of the team

Required knowledge, skills and experience

Certificate for Financial Advisors (CeFA) or equivalent

Certificate in Malta Financial Regulation (MFR) together with acquired licence from the MFSA to provide financial advice. Candidates who are still in the process of acquiring said licence will also be considered for the role

At least three years experience working in this field

Excellent verbal and written communication skills in both English and Maltese

By continuing to browse or by clicking "Accept All Cookies", you agree to the storing of first and third party cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts.Cookie Policy.

Disclaimer

The materials contained in this web site are provided for general information purposes only and are not intended to provide legal or other professional advice nor do they commit MeDirect Bank (Malta) plc to any obligation whatsoever. MeDirect Bank (Malta) plc accepts no responsibility for any direct, indirect or consequential loss or damage which may arise from reliance on information contained in this site. Users are advised to seek confirmation of statements made herein before acting upon them; specialist advice should also be sought on specific issues.